Starting your career as a financial planner is an exciting yet crucial journey. You’re not just looking to build a profession; you’re embarking on a path that will influence the financial wellbeing of your clients for years to come. One of the most important early decisions you'll need to make is aligning with the right … Continue reading Why Choosing the Right Professional Body Matters for Your Financial Planning Career
Month: September 2024
Unlock the Power of AI: Transform Your Financial Planning with Our AI Masterclass
Are you ready to embrace the future of financial planning and gain a competitive edge in your practice? Our AI for Life Planners Masterclass is designed to help financial planners, paraplanners, and life planners enhance their services by integrating the latest in artificial intelligence (AI) technology. As revealed in a recent survey by Scottish Widows, … Continue reading Unlock the Power of AI: Transform Your Financial Planning with Our AI Masterclass
Why You Don’t Need Another Financial Adviser—You Need Self-Efficacy
In a world filled with financial advisers telling you what to do, it’s easy to feel overwhelmed. But here at the Academy of Life Planning, we believe that financial planning shouldn’t be about someone giving you answers. It’s about you discovering your own. We are not product sellers or advisers. We don’t push products or … Continue reading Why You Don’t Need Another Financial Adviser—You Need Self-Efficacy
Solving the Taxpayer Deficit and Mental Health Crisis with a Holistic Approach
While the government debates scrapping Winter Fuel Payments to save taxpayers £1.4 billion, a far larger issue is being ignored—the rise of mental health issues among university graduates, which is costing taxpayers over ten times that amount. The conversation has centred too long on the financial burden pensioners place on taxpayers, when what we really … Continue reading Solving the Taxpayer Deficit and Mental Health Crisis with a Holistic Approach
The Missing Piece: Why Human Capital Deserves More Attention in Financial Planning
The recent survey from JP Morgan’s Nutmeg highlights a clear trend: UK adults are focused on living longer, healthier lives, with 51% prioritising physical longevity compared to just 9% focusing on financial longevity. People are actively boosting their wellness—44% are striving for 10,000 steps a day, 30% are investing in supplements, and 16% are following … Continue reading The Missing Piece: Why Human Capital Deserves More Attention in Financial Planning
The Looming Pension Crisis – A Call for Human Capital Investment
The UK state pension is increasingly under scrutiny as a growing financial burden on the government. With the new Labour government expected to introduce measures in the October budget to address this issue, the sustainability of the current system is more uncertain than ever. One option reportedly on the table is means-testing, a proposal that … Continue reading The Looming Pension Crisis – A Call for Human Capital Investment
The Eightfold Path and The GAME Plan: A Journey of Financial Self-Discovery
At the Academy of Life Planning, we have designed the GAME Plan to guide you through a holistic financial planning process. It’s not just about numbers; it’s about creating a life of balance, purpose, and fulfilment. This process aligns with the natural flow of life itself, mirroring the wisdom found in ancient traditions like Buddhism’s … Continue reading The Eightfold Path and The GAME Plan: A Journey of Financial Self-Discovery
Decolonizing Wealth: A Path to Healing and Collective Prosperity
Wealth is often thought of as something that belongs to individuals—a measure of success we acquire through hard work, investments, or inheritance. But what if our approach to wealth is built on outdated, harmful systems? What if wealth is meant to be shared for the benefit of the entire community, rather than hoarded by a … Continue reading Decolonizing Wealth: A Path to Healing and Collective Prosperity
What to Do When Your Pension Fails: A Path to Financial Well-being
For many of us, saving into a pension throughout our working life is a non-negotiable aspect of securing a comfortable future. Yet, thousands of retirees discover to their dismay that the financial safety net they’ve carefully constructed either collapses or delivers far less than expected. Whether through a company’s pension scheme failure, personal circumstances such … Continue reading What to Do When Your Pension Fails: A Path to Financial Well-being
Beyond Pension Pots: A Holistic Approach to Retirement Planning
Recent discussions on retirement planning, particularly the Resolution Foundation's "Living Pension" report, have focused heavily on the size of the pension pot required for a basic standard of living at the State Pension Age (SPA). The report highlights the significant increase in the savings required for retirement due to rising inflation and costs of living. … Continue reading Beyond Pension Pots: A Holistic Approach to Retirement Planning
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